Investors' Soapbox PM

Small Chip Picks for Big Gains

Value names such as Spansion, Emcore and Entropic have limited downside.

May 29, 2014

Roth Capital Partners

While the U.S. semiconductor sector as measured by the Market Vectors Semiconductor exchange-traded fund and with the iShares PHLX Semiconductor ETF index is up 10%-12% year-to-date earnings before interest, taxes, depreciation and amortization, we observe a wide variation in key valuation measures such as enterprise-value-to-calendar 2015 revenue and enterprise value-to-trailing-12-months Ebitda for our...